Millbury Federal Credit Union 401(k) Profit Sharing Plan
Sponsored by Millbury Federal Credit Union · EIN 042074204 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 92
- With balances
- 152
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Participant loan processing | $20,853 |
| Mma Securities, Llc | Investment advisory (plan), Direct payment from the plan | $20,000 |
| Caron And Bletzer, Pllc | Accounting, Direct payment from the plan | $11,500 |